Authenticate requests with your GHL credentials. Use OAuth 2.0 to obtain access tokens or provide your API key where supported. In Zapier, configure the credentials once and reuse across tasks.
In Zapier, set up OAuth 2.0 or API key authentication as supported by the Contacts API. Store tokens securely and refresh before expiry.
– GET /contacts/:contactId – GET /contacts/:contactId/tasks – GET /contacts/:contactId/tasks/:taskId – GET /contacts/:contactId/notes – GET /contacts/:contactId/notes/:id – GET /contacts/:contactId/appointments – GET /contacts/ – GET /contacts/business/:businessId – Scope: contacts.readonly and permissions: contacts.write – POST /contacts/ – PUT /contacts/:contactId – DELETE /contacts/:contactId – POST /contacts/:contactId/tasks – PUT /contacts/:contactId/tasks/:taskId – PUT /contacts/:contactId/tasks/:taskId/completed – DELETE /contacts/:contactId/tasks/:taskId – POST /contacts/:contactId/tags
Trigger: When a contact is created or updated in GHL, Zapier can run actions to create or update records in connected apps.
Actions: Create or update a contact, add notes, attach tasks.
Example REST paths: POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: contactId, name, email, phone.
Trigger: When a task is created or updated in GHL.
Actions: Create task, update task, mark completed.
Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Fields: taskId, taskName, dueDate, status.
Trigger: A note or appointment is created in GHL.
Actions: Create note, create appointment, update fields.
Paths: POST /contacts/:contactId/notes, POST /contacts/:contactId/appointments
Fields: noteId, appointmentId, content, time.
Automate repetitive workflows without writing code.
Bi-directional data flow between GHL and your apps.
Speed up onboarding and scale automation across teams.
Key elements include the GHL API, authentication, endpoints, data mappings, and webhook events.
Application Programming Interface that enables software to communicate and exchange data.
Authorization framework that issues access tokens to call APIs securely.
A specific URL in an API used to perform an action or retrieve data.
A callback URL that receives real-time event data from an API.
Pull contact data from GHL and automatically populate lead profiles in downstream apps via Zapier.
Create and assign tasks in GHL based on triggers in other connected apps.
Sync notes and activity history to keep teams aligned across tools.
Obtain OAuth tokens or API keys and configure in the Zapier App Connector.
Select which data to sync (contacts, tasks, notes, appointments) and map fields.
Set up triggers, actions, and filters in Zapier to automate workflows.
You authenticate using OAuth 2.0 or an API key as provided in your GHL developer console. In the Zapier App Connector, configure the app credentials under Connections. Next, test the connection to confirm access. In practice, you’ll generate a token, paste it into the connector, and authorize the app to access your GHL data. Once authorized, you can start making requests to the endpoints listed in the Endpoints section.
The endpoints cover reading and managing Contacts, their Tasks, Notes, Appointments, and basic CRUD operations on contacts. Use GET to retrieve data, POST to create, PUT to update, and DELETE to remove resources. The scope and permissions (readonly vs write) control what you can do via Zapier.
No coding is required thanks to Zapier’s visual workflow designer. You can map fields, configure triggers, and build multi-step automations without writing code. For advanced users, you can extend automations with conditional logic or webhooks if supported by the GHL API.
Yes. You can sync notes and tasks across GHL and connected apps. Ensure the relevant endpoints are enabled and that your mappings align with your data schema. Test using sample records to verify accuracy and timing.
Supported authentication methods include OAuth 2.0 and API keys, depending on your GHL setup and the app Connector you’re using. Always secure tokens and refresh before expiry to maintain uninterrupted automation.
Rate limits depend on your GHL plan and API usage. If you approach limits, implement exponential backoff in your automation steps and batch requests where possible to reduce call frequency.
API documentation is available in the GHL developer portal and in the Zapier App Connector documentation. Refer to the endpoint list, authentication guide, and example workflows to accelerate setup.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
